See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,418 | $95,862-26.5% | $79,550-11.5% | $134,475-47.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -23.19% | -2.69%-20.5pp | 0.16%-23.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,147 | $3,128-31.4% | $2,413-11.0% | $4,740-54.7% |
| Participant deferral / active EE | $5,599 | $4,693+19.3% | $3,985+40.5% | $6,400-12.5% |
| Admin fee / account holder | $32,406 | $9,126+255.1% | $6,832+374.3% | $11,426+183.6% |